Capture and organize leads in one place. Share digital business cards instantly via tap or link. Receive real-time notifications when prospects engage. Automate follow-ups and track interactions.
Manage projects, communicate with teams, and schedule tasks within a single platform. Use AI agents for automation, track time, and collaborate on documents and wikis. Conduct meetings, manage sprints, and access whiteboards and dashboards.
Track mileage and record expenses with receipt capture. Manage clients, leads, and sales with document uploads, reminders, and notes. View profit, expenses, and broker fees per sale. Generate tax reports and track buyer activity.
Access property and owner data to build targeted lists and reach potential buyers. Filter leads by criteria like home condition, roof age, and ownership status. Export contact details including phone numbers and emails.
Manage customer relationships by tracking interactions, managing leads, and monitoring pipelines. Create and update contacts, opportunities, and cases. Access reports and analytics. Sync calendar events and set reminders.
Manage sales pipelines by tracking stages and adding notes. Log customer interactions through call, email, and chat records. Automate repetitive tasks with customizable workflows. Integrate CRM with communication tools for unified team collaboration.
Manage roofing projects with integrated tools for lead tracking, job quoting, invoicing, and scheduling. Send texts and make calls through a dedicated business line. Generate reports and monitor customer interactions within the platform.
Manage pipeline, track leads, and update contacts in real time. Collaborate with team members, log deal progress, and sync data between mobile and desktop. Set reminders, view analytics, and send follow-up messages directly from the .
Manage business communications with integrated calling, messaging, and meeting features. Transcribe conversations and generate notes using AI. Share files in team chats and receive typo corrections.
Track with notes, task scheduling, and reminders. Organize clients using tags, groups, and filters. Attach documents, images, and invoices. Map to identify local opportunities. Maintain private records of conversations and meetings.
Companion allows admins to route qualified leads to team members instantly. Sales reps can view conversation context, resume discussions, and continue interactions.